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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,830 | $53,596-92.9% | $90,657-95.8% | $64,173-94.0% |
| Participation rate | 91.2% | 64.5%+26.7pp | 74.0%+17.2pp | 69.6%+21.6pp |
| Annual return | 10.36% | 4.41%+5.9pp | 1.89%+8.5pp | 7.63%+2.7pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,882 | $2,459+17.2% | $3,424-15.8% | $3,470-16.9% |
| Admin fee / account holder | $8 | $3,868-99.8% | $4,994-99.8% | $4,887-99.8% |